See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,096 | $210,648-77.6% | $177,989-73.5% | $145,922-67.7% |
| Participation rate | 68.2% | 80.8%-12.6pp | 77.1%-8.9pp | 80.3%-12.1pp |
| Annual return | 16.06% | 385.86%-369.8pp | 294.48%-278.4pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,472 | $4,565-23.9% | $3,949-12.1% | $4,660-25.5% |
| Participant deferral / active EE | $7,937 | $6,958+14.1% | $6,276+26.5% | $6,688+18.7% |
| Admin fee / account holder | $903 | $12,013-92.5% | $10,363-91.3% | $13,397-93.3% |